MongoDB, Inc.
MDB- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001441816
In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 5 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in MongoDB, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 778
- +96 vs. Q2 2025
- Shares held
- 74.2M
- +5.93M (+8.7%) vs. Q2 2025
- Total value
- $22.7B
- +$8.39B (+58.6%) vs. Q2 2025
- New holders
- 191
- 249 more added
- Sold out
- 95
- 249 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 875 | $25.0B |
| Q1 2026 | 817 | $17.5B |
| Q4 2025 | 915 | $30.5B |
| Q3 2025 | 778 | $22.7B |
| Q2 2025 | 693 | $14.5B |
| Q1 2025 | 663 | $12.1B |
| Q4 2024 | 713 | $15.3B |
| Q3 2024 | 667 | $18.2B |
| Q2 2024 | 662 | $17.0B |
| Q1 2024 | 737 | $23.5B |
| Q4 2023 | 748 | $26.4B |
| Q3 2023 | 668 | $22.3B |
| Q2 2023 | 663 | $26.1B |
| Q1 2023 | 528 | $14.8B |
| Q4 2022 | 522 | $12.2B |
| Q3 2022 | 509 | $12.3B |
| Q2 2022 | 539 | $16.0B |
| Q1 2022 | 571 | $26.8B |
| Q4 2021 | 561 | $31.7B |
| Q3 2021 | 511 | $27.9B |
| Q2 2021 | 463 | $21.1B |
| Q1 2021 | 468 | $14.2B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 825 | $256.1K | 0.00% | −275−25.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 807 | $256.9K | 0.01% | −378−31.9% | Reduced |
| Savant Capital, LLC | 831 | $258.1K | 0.00% | +831 | New |
| BXM Wealth LLC | 850 | $263.8K | 0.25% | +850 | New |
| Northwestern Mutual Wealth Management Co | 855 | $265.4K | 0.00% | −2,032−70.4% | Reduced |
| Nisa Investment Advisors, LLC | 862 | $267.5K | 0.00% | +109+14.5% | Added |
| Sender Co & Partners, Inc. | 864 | $268.2K | 0.10% | −2,601−75.1% | Reduced |
| Stephens Inc | 867 | $269.1K | 0.00% | +867 | New |
| Wetherby Asset Management Inc | 867 | $269.1K | 0.01% | +867 | New |
| Employees Retirement System of Texas | 869 | $270.0K | 0.00% | +198+29.5% | Added |
| Coldstream Capital Management Inc | 872 | $270.7K | 0.00% | +872 | New |
| Impact Investors, Inc | 875 | $271.7K | 0.18% | +875 | New |
| GLOBALT Investments LLC | 882 | $273.8K | 0.01% | +882 | New |
| Savvy Advisors, Inc. | 884 | $274.4K | 0.01% | +884 | New |
| GTS Securities LLC | 887 | $275.3K | 0.01% | +887 | New |
| Moran Wealth Management, LLC | 889 | $275.9K | 0.01% | +889 | New |
| Venturi Wealth Management, LLC | 898 | $278.7K | 0.01% | +898 | New |
| Keebeck Alpha, LP | 904 | $280.6K | 0.39% | +904 | New |
| Oversea-Chinese Banking CORP Ltd | 907 | $281.5K | 0.01% | −643−41.5% | Reduced |
| Syon Capital LLC | 909 | $282.1K | 0.02% | +909 | New |
| Palumbo Wealth Management LLC | 910 | $282.4K | 0.09% | +910 | New |
| Tanager Wealth Management LLP | 927 | $287.7K | 0.03% | +927 | New |
| HB Wealth Management, LLC | 942 | $292.4K | 0.00% | +942 | New |
| Pensionmark Financial Group, LLC | 950 | $294.9K | 0.01% | +950 | New |
| Twin Peaks Wealth Advisors, LLC | 951 | $295.2K | 0.10% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 954 | $296.1K | 0.00% | −282−22.8% | Reduced |
| QRG Capital Management, Inc. | 956 | $296.7K | 0.00% | −564−37.1% | Reduced |
| Whittier Trust Co | 936 | $300.7K | 0.00% | +23+2.5% | Added |
| Full Sail Capital, LLC | 978 | $303.6K | 0.02% | −559−36.4% | Reduced |
| NorthRock Partners, LLC | 985 | $305.7K | 0.01% | −311−24.0% | Reduced |
| Forefront Wealth Partners, LLC | 991 | $307.6K | 0.08% | +991 | New |
| SeaBridge Investment Advisors LLC | 996 | $309.1K | 0.05% | +1+0.1% | Added |
| Park Avenue Securities LLC | 1,003 | $311.0K | 0.00% | −1,462−59.3% | Reduced |
| Crewe Advisors LLC | 1,002 | $311.0K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,009 | $313.2K | 0.00% | −4−0.4% | Reduced |
| Congress Park Capital LLC | 1,010 | $313.5K | 0.10% | +1,010 | New |
| Prospera Financial Services Inc | 1,014 | $314.7K | 0.01% | −652−39.1% | Reduced |
| Yousif Capital Management, LLC | 1,018 | $316.0K | 0.00% | +24+2.4% | Added |
| Farther Finance Advisors, LLC | 1,026 | $318.5K | 0.00% | −301−22.7% | Reduced |
| Tealwood Asset Management Inc | 1,045 | $324.0K | 0.13% | +1,045 | New |
| EverSource Wealth Advisors, LLC | 1,049 | $325.6K | 0.01% | −231−18.0% | Reduced |
| Clarius Group, LLC | 1,052 | $326.5K | 0.02% | −224−17.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,052 | $326.5K | 0.00% | +1,052 | New |
| Lido Advisors, LLC | 1,056 | $328.1K | 0.00% | +1,056 | New |
| Archetype Wealth Partners | 1,059 | $329.0K | 0.04% | −177−14.3% | Reduced |
| Integrated Advisors Network LLC | 1,061 | $329.3K | 0.01% | +1,061 | New |
| Left Brain Wealth Management, LLC | 1,075 | $333.7K | 0.10% | +1,075 | New |
| Bridgefront Capital, LLC | 1,079 | $334.9K | 0.10% | −8,100−88.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,037 | $338.9K | 0.03% | +1,037 | New |
| Ascent Group, LLC | 1,093 | $339.2K | 0.01% | +129+13.4% | Added |
| Sequoia Financial Advisors, LLC | 1,095 | $339.7K | 0.00% | +1,095 | New |
| Caisse des Depots Et Consignations | 1,099 | $341.1K | 0.01% | +1,099 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,101 | $341.7K | 0.02% | +40+3.8% | Added |
| Belpointe Asset Management LLC | 1,120 | $347.6K | 0.01% | +1,120 | New |
| Signaturefd, LLC | 1,125 | $349.2K | 0.01% | +5+0.4% | Added |
| Siemens Fonds Invest GmbH | 1,142 | $354.5K | 0.02% | +11+1.0% | Added |
| Kestra Advisory Services, LLC | 1,145 | $355.4K | 0.00% | −1,721−60.0% | Reduced |
| Uniting Wealth Partners, LLC | 1,150 | $356.9K | 0.08% | +150+15.0% | Added |
| Aaron Wealth Advisors | 1,161 | $360.4K | 0.02% | +116+11.1% | Added |
| D.A. Davidson & Co. | 1,161 | $360.4K | 0.00% | +1,161 | New |
| Allworth Financial LP | 1,167 | $362.3K | 0.00% | +219+23.1% | Added |
| Callan Family Office, LLC | 1,197 | $371.5K | 0.01% | +157+15.1% | Added |
| Parallel Advisors, LLC | 1,208 | $375.1K | 0.01% | −286−19.1% | Reduced |
| Forum Financial Management, LP | 1,217 | $377.7K | 0.01% | −159−11.6% | Reduced |
| Frank, Rimerman Advisors LLC | 1,221 | $379.0K | 0.02% | +1,221 | New |
| Titleist Asset Management, LLC | 1,244 | $386.1K | 0.03% | −11−0.9% | Reduced |
| Bayforest Capital Ltd | 1,247 | $387.0K | 0.18% | −788−38.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,278 | $396.7K | 0.06% | −258−16.8% | Reduced |
| Polymer Capital Management (US) LLC | 1,288 | $399.8K | 0.05% | +1,288 | New |
| UniSuper Management Pty Ltd | 1,300 | $403.5K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,308 | $406.0K | 0.03% | +1,308 | New |
| WBI Investments | 1,309 | $406.3K | 0.10% | +1,309 | New |
| Banque Pictet & Cie SA | 1,313 | $407.5K | 0.00% | +1,313 | New |
| Motley Fool Asset Management LLC | 1,325 | $411.3K | 0.02% | +17+1.3% | Added |
| Bridgewater Advisors Inc. | 1,159 | $412.4K | 0.03% | +22+1.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,331 | $413.1K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,344 | $417.2K | 0.00% | −11,444−89.5% | Reduced |
| Baird Financial Group, Inc. | 1,360 | $422.1K | 0.00% | +1,360 | New |
| Colonial River Wealth Management, LLC | 1,362 | $422.7K | 0.16% | +1,362 | New |
| Axxcess Wealth Management, LLC | 1,362 | $422.7K | 0.01% | +1,362 | New |
| Azzad Asset Management Inc | 1,376 | $427.0K | 0.04% | +1,376 | New |
| Versant Capital Management, Inc | 1,377 | $427.4K | 0.06% | +61+4.6% | Added |
| Maytus Capital Management, LLC | 1,400 | $434.5K | 0.09% | −14,473−91.2% | Reduced |
| Vestcor Inc | 1,414 | $439.0K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,429 | $443.5K | 0.00% | +1,429 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,435 | $450.1K | 0.00% | +35+2.5% | Added |
| MN Wealth Advisors, LLC | 1,453 | $451.0K | 0.24% | −1,915−56.9% | Reduced |
| HighPoint Advisor Group LLC | 1,455 | $451.6K | 0.02% | +215+17.3% | Added |
| Cornerstone Select Advisors, LLC | 1,459 | $452.8K | 0.33% | +224+18.1% | Added |
| Custom Index Systems, LLC | 1,474 | $457.5K | 0.14% | +1,474 | New |
| Sivia Capital Partners, LLC | 1,496 | $464.3K | 0.13% | −69−4.4% | Reduced |
| CastleKnight Management LP | 1,500 | $465.6K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,507 | $467.7K | 0.01% | +204+15.7% | Added |
| ProShare Advisors LLC | 1,520 | $471.8K | 0.00% | −207−12.0% | Reduced |
| Algert Global LLC | 1,522 | $472.4K | 0.01% | −746−32.9% | Reduced |
| Princeton Capital Management LLC | 1,541 | $478.3K | 0.13% | −10−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 1,544 | $479.2K | 0.00% | +66+4.5% | Added |
| Fox Run Management, L.L.C. | 1,570 | $487.3K | 0.08% | −14,013−89.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,527 | $491.4K | 0.00% | −188−11.0% | Reduced |
| Pembroke Management, LTD | 1,587 | $492.6K | 0.05% | +449+39.5% | Added |